Integration
Connect Apizeal to InvoiceXpress
When Contact Created fires in Apizeal, your agent runs Create Invoice in InvoiceXpress. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Apizeal and InvoiceXpress to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Apizeal can start in InvoiceXpress
When Contact Created in Apizeal
then Create Invoice in InvoiceXpress
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Apizeal and InvoiceXpress
Triggers and actions 6 triggers · 51 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- Add client
Creates a new client in InvoiceXpress and returns the created client.
- Add guide
Creates a shipping, transport or devolution (return) guide for goods, with its items, load and delivery addresses and client.
- Add item
Creates a new product or service item in your InvoiceXpress catalog.
- Add sequence
Creates a new document sequence (series) in InvoiceXpress and returns whether the request was accepted and where to check its status.
- Add tax
Creates a tax rate in InvoiceXpress and returns it.
- Cancel Invoice
Cancels a finalized InvoiceXpress invoice, recording the reason.
- Cancel Invoice-Receipt
Cancels a finalized InvoiceXpress invoice-receipt, recording the reason.
- Create Invoice
Creates a draft invoice in InvoiceXpress for a client, with its line items.
- Create Invoice-Receipt
Creates a draft invoice-receipt in InvoiceXpress for a client, with its line items.
- Delete Draft Invoice
Deletes a draft InvoiceXpress invoice.
- Delete Draft Invoice-Receipt
Deletes a draft InvoiceXpress invoice-receipt.
- Delete item
Deletes an item from your InvoiceXpress account.
- Finalize Invoice
Finalizes a draft InvoiceXpress invoice, giving it its legal number.
- Finalize Invoice-Receipt
Finalizes a draft InvoiceXpress invoice-receipt, giving it its legal number.
- Find clients by code
Finds the client whose client code matches the code you enter, and returns its details.
- Find clients by name
Finds a client by its exact name and returns the client record.
- Generate PDF
Generates the PDF of an InvoiceXpress invoice and returns its download link.
- Get a Client
Returns one InvoiceXpress client by its ID, with contact and fiscal details.
- Get a Invoice
Returns one InvoiceXpress invoice by its ID, with status, totals and client.
- Get estimate
Returns a single estimate (quote, proforma or fees note) with its client, line items and totals.
- Get item
Returns a single item (product or service) from your InvoiceXpress catalog, including its price, unit and tax.
- List clients
Returns all clients in your InvoiceXpress account.
- List estimates
Returns the estimates (quotes, proformas or fees notes) in your InvoiceXpress account, filtered by type, status, date, value or client.
- List invoices
Returns a list of invoices and other billing documents, optionally filtered by type, status, client, dates and totals.
- List items
Returns all the items (products and services) saved in your InvoiceXpress account.
- List sequences
Returns all document sequences (series) in your InvoiceXpress account, including their current document numbers and ATCUD validation codes.
- List taxes
Returns all the taxes configured in your InvoiceXpress account.
- Mark as Paid
Marks a finalized InvoiceXpress invoice as paid (settled).
- Sends Invoice by Email
Emails a finalized InvoiceXpress invoice to a recipient.
- Update client
Updates an existing client in InvoiceXpress. Only the fields you fill in are changed.
- Update estimate
Updates a draft estimate (quote, proforma or fees note), replacing its line items and details.
- Update Invoice
Updates a draft InvoiceXpress invoice; the line items you send replace the existing ones.
- Update Invoice-Receipt
Updates a draft InvoiceXpress invoice-receipt; the line items you send replace the existing ones.
- Update item
Updates an existing item's name, price, description, unit and tax.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Apizeal and InvoiceXpress, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InvoiceXpress when something happens in Apizeal?
Any of InvoiceXpress's 34 actions, including Create Invoice, Create Invoice-Receipt, Update client and Update estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InvoiceXpress to Apizeal?
InvoiceXpress has no triggers in the catalog today, so automations start in Apizeal. If you need the other direction, ask: your agent reads InvoiceXpress's API documentation and adds it.
Do I have to build a connector for Apizeal or InvoiceXpress?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Apizeal and InvoiceXpress without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.